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Move Ins and Move Outs

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Move a Resident Into a Unit

  1. Navigate to the Resident you would like to move in.
  2. Click the Residences tab.         residence.PNG
  3. Click Add New/Existing Housing Contract.Residence_1.PNG
     
  4. Select the Care TypeUnit and Move-In Date as well as any other information and click Save.Residence_3.PNG

 

Move a Resident to a Different Unit

  1. Navigate to the Resident you would like to move into a different unit.
  2. Click the Residences tab.residence.PNG
  3. Click Move this Resident.Residence_2.PNG
  4. Select the new unit for the Resident and enter any other information and click Save.Residence_4.PNG

Note: By saving the new Housing Contract the old Housing Contract will mark the move out date as the move in date for the new unit. See below on how to Edit a Housing Contract.

 

Edit a Housing Contract

  1. Navigate to the Resident whose Housing Contract you would like to edit.
  2. Click the Residences tab.residence.PNG
  3. Click the small arrow to the right of Housing Contract and click Edit.Residence_5.PNG
  4. Edit the information you would like and click Save.

 

 

Move a Resident Out

  1. Navigate to the Resident you would like to move out.
  2. Click the Residences tab.residence.PNG
  3. Click the small arrow to the right of Housing Contract and click Moved-Out.Residence_6.PNG
  4. Select a Move Out Date and click Save.

Remember: Mark Residents that move out as Inactive by editing their profile and changing the status field.

 

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